Who owns iShares Large Cap Deep Quarterly Laddered ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVVB from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 30 institutions disclosed 2.8M shares of iShares Large Cap Deep Quarterly Laddered ETF worth $95.6M — about 77.8% of shares outstanding; the largest disclosed holder is Wick Capital Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$95.6M
value, 2026 filers
77.8%
of shares outstanding (2.8M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVVB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Wick Capital Partners, LLC | 1.1M | $39.3M | 5.9% | 32% | +4.0% |
| 2 | BlackRock, Inc. | 455,542 | $15.8M | 0.0% | 12.8% | +0.1% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 270,749 | $9.4M | 0.0% | 7.6% | -7.0% |
| 4 | Ashton Thomas Private Wealth, LLC | 194,019 | $6.7M | 0.1% | 5.5% | +6213.7% |
| 5 | Planned Solutions, Inc. | 167,488 | $5.8M | 1.7% | 4.7% | -5.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 87,233 | $3.0M | 0.0% | 2.5% | +70.2% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,507 | $2.7M | 0.0% | 2.2% | +18.1% |
| 8 | ERn Financial, LLC | 72,456 | $2.5M | 0.4% | 2% | +4.0% |
| 9 | Valmark Advisers, Inc. | 54,591 | $1.9M | 0.0% | 1.5% | +17.8% |
| 10 | PFG Investments, LLC | 50,370 | $1.7M | 0.1% | 1.4% | +329.8% |
| 11 | LPL Financial LLC | 31,934 | $1.1M | 0.0% | 0.9% | +47.8% |
| 12 | Csenge Advisory Group | 31,234 | $1.1M | 0.0% | 0.9% | +11.9% |
| 13 | Formidable Asset Management, LLC | 23,621 | $756,817 | 0.1% | 0.7% | -1.7% |
| 14 | NewEdge Advisors, LLC | 22,324 | $773,078 | 0.0% | 0.6% | -0.7% |
| 15 | Cetera Investment Advisers | 17,770 | $615,384 | 0.0% | 0.5% | -7.5% |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | 16,090 | $557,197 | 0.0% | 0.5% | -1.8% |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 14,800 | $512,524 | 0.0% | 0.4% | 0.0% |
| 18 | Savvy Advisors, Inc.NEW | 9,920 | $343,530 | 0.0% | 0.3% | new |
| 19 | HARBOUR INVESTMENTS, INC. | 6,600 | $228,542 | 0.0% | 0.2% | 0.0% |
| 20 | CITADEL ADVISORS LLCNEW | 6,211 | $215,087 | 0.0% | 0.2% | new |
| 21 | Integrated Advisors Network LLCNEW | 5,840 | $202,240 | 0.0% | 0.2% | new |
| 22 | Clearstead Advisors, LLC | 3,173 | $109,881 | 0.0% | 0.1% | 0.0% |
| 23 | MORGAN STANLEY | 1,901 | $65,832 | 0.0% | 0.1% | 0.0% |
| 24 | Operose Advisors LLCNEW | 1,882 | $65,174 | 0.0% | 0.1% | new |
| 25 | ROYAL BANK OF CANADA | 1,255 | $43,000 | 0.0% | 0% | +4726.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.